· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARLETON EQUIPMENT COMPANY — CARLETON EQUIPMENT COMPANY - WEST 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250814163130NAL0010003041001
CARLETON EQUIPMENT COMPANY
Form 5500-SF
FILING_RECEIVED
CARLETON EQUIPMENT COMPANY - WEST 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
61
Accounts w/ balance
63
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARLETON EQUIPMENT COMPANY
.
Find decision makers
Plan sponsor
Name
CARLETON EQUIPMENT COMPANY
EIN
38-1723146
Address
4704 S 29TH STREET · KALAMAZOO, MI · 49048
Phone
(269) 343-2943
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
POWERSCREEN OF WASHINGTON, INC.
POWERSCREEN OF WASHINGTON AND AFFILIATES RETIREMENT SAVINGS PLAN
$4.8M · 27 participants
CHRISTMAS MOUSE, INC.
CHRISTMAS MOUSE 401(K) PLAN
$4.8M · 22 participants
SEMA 4 INC
SEMA 4 INC 401(K) PROFIT SHARING PLAN & TRUST
$4.8M · 4 participants
KELBE BROS EQUIPMENT CO., INC.
KELBE BROS. EQUIPMENT CO. 401(K) PLAN
$4.8M · 41 participants
CDZ SALES, INC.
CDZ SALES, INC. 401 (K) PS PLAN
$4.7M · 21 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AUDIO CLASSICS LTD
AUDIO CLASSICS LTD 401(K) PROFIT SHARING PLAN & TRUST
$4.8M · 12 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
